MYeCFO’s Fiserv Inc FISV Stock Holding History

MYeCFO’s Portfolio FISV Stock Details FISV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-1,174	Closed	-$202K	–	62
2025 Q2	$202K	Hold	1,174	–	–	0.1%	58
2025 Q1	$259K	Hold	1,174	–	–	0.14%	52
2024 Q4	$241K	Hold	1,174	–	–	0.13%	54
2024 Q3	$211K	Buy	+1,174	New	+$194K	0.11%	56

Other funds holding FISV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MYeCFO's FISV Position: Q3 2025 in Review

MYeCFO sold out of Fiserv Inc (FISV) in Q3 2025, closing a stake of 1,174 shares — an estimated $202K sold.

MYeCFO first reported a position in FISV in Q3 2024 and held it in 4 quarters. The position peaked at $259K in Q1 2025. 1,732 funds tracked by Wall St. Rank hold FISV as of Q3 2025.

MYeCFO reported no remaining Fiserv Inc position as of Q3 2025 after selling out during the quarter.
MYeCFO sold 1,174 Fiserv Inc shares in Q3 2025, an estimated $202K.
MYeCFO first reported a position in Fiserv Inc in Q3 2024 and held it in 4 quarters.
MYeCFO's Fiserv Inc position peaked at $259K in Q1 2025.
1,732 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2025.

Based on MYeCFO's 13F filing for Q3 2025, filed 10 Oct 2025.